Inttra Inc

Director, Financial Planning & Analysis

US-NJ-Parsippany
1 month ago(11/16/2017 12:00 PM)
Category
Accounting/Finance

Overview

 

This is a key financial role to leading all financial planning and analysis for the company, overseeing a team of 2.   This includes responsibility for all internal and external financial reporting, budgeting, forecasting and all financial decision support.

Responsibilities

  • Lead Annual Budgeting process and create and maintain Strategic 5-year model (including Full P&L, Balance Sheet and Cash Flow)
  • Lead monthly re-forecasting of revenue and expense
  • Create and maintain reporting on Product P&L’s
  • Work with the executive team, and LOB owners to coordinate the preparation of monthly financial reports (including monthly variance analysis to budget and forecast), as well as board of directors meeting presentations
  • Work closely with Line of Business (LOB) owners to ensure the implementation of appropriate forward looking metrics, provide Business Case/ROI analysis to support all investment decisions and develop and implement “gateways” for investment decisions including expansion into new products and markets
  • Prepare financial projections for significant capital expenditures or strategic transactions, driving the review and analysis process by challenging key inputs and assumptions, and preparing risk adjusted financial models
  • Perform what-if analysis and ad hoc requests for investors, executives, and management, as needed
  • Support the Controller to ensure compliance with bank covenants and that documentation is filed quarterly/annually
  • Support Corporate Development team in due diligence of potential targets
  • Evaluate and work to improve FP&A function, including “raising the game” for financial management and improving the efficiency, effectiveness and timeliness of processes and reporting

Qualifications

  • Excellent oral and written communication skills, including the ability to present complex issues to senior executives and the BOD
  • Ability to work across various areas of the business, including effective communication with people of different backgrounds and levels
  • Thorough understanding of financial planning principles and SaaS based metrics
  • Strong Financial acumen with ability to interpret financial data, draw sound conclusions
  • Advanced Excel user, experience with planning systems, and ability and desire to dig into details
  • Expertise in financial modeling
  • Proficient power point user
  • Team player/able to work well with colleagues at all levels of the organization

 EDUCATION/EXPERIENCE:

  • B.A/B.S.  in Finance/Accounting (CPA/MBA a plus)
  • 10+ years of experience in Financial Management, with a strong preference for experience in a Private Equity backed Software/Technology (SaaS) or Data company
  • Proven track record for successfully developing, implementing and holding peers accountable for financial metrics

Core Values:

 

Accountability - We are accountable to act responsibly and in our customers’ employees’ and shareholders’ best interests.

Innovation – We innovate to create positive change in the industry on a foundation of excellence and quality.

Transparency – We act with integrity and embrace open communication to create trust.

Inclusiveness – We will be inclusive and collaborative in decision making. We value sharing opinions and ideas from diverse perspectives and experiences. 

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